+8.2%
SEI vs PLTU
-47.9%
+56.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | -4.5% | -12.4% | -16.5% |
| 7D | -16.4% | -24.5% | +8.1% | -14.3% |
| 30D | -22.9% | -20.2% | -2.7% | -21.1% |
| 3M | -0.3% | +3.1% | -3.4% | -0.8% |
| 6M | -22.3% | +8.7% | -31.1% | -23.7% |
| YTD | +26.2% | -36.2% | +62.4% | +33.6% |
| 1Y | +8.2% | -47.1% | +55.3% | +19.8% |
| All | +8.2% | -47.9% | +56.2% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling